A complete list of active advisors currently associated with Accounting Advisory Services, L.L.C.

Warmer can help you find a great advisor at Accounting Advisory Services, L.L.C. or one who fits your needs even better.

Accounting Advisory Services, L.L.C. is an independent registered investment adviser that provides portfolio management to individual investors and also accepts institutional clients, managing about $9.1 million on behalf of six clients. The firm's Form ADV notes it provides advisory services and also engages in sales of other financial products in addition to its investment management activities. The ADV discloses that a substantial portion of the firm’s assets are managed on a non‑discretionary basis, so clients retain final authority over trade execution and the firm generally implements transactions only with client consent. The brochure describes investment methods and risk considerations that reflect the firm’s accounting background and attention to tax and regulatory matters. What is distinctive in the ADV is the firm’s disclosed affiliation with a law firm and with accounting professionals, and the resulting coordination of legal and accounting input with investment advice — a combination that is uncommon among independent advisers. Its small, concentrated client base, inclusion of institutional mandates, and occasional other financial product sales further differentiate its service model from most peers.

To learn more about the advisors currently working at Accounting Advisory Services, L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.